Jane Zhang

TradingKey - Dell Technologies (DELL) results are due late this month and the setup is unusual. The company is a key provider of AI infrastructure, yet its valuation multiple has expanded much more modestly than peers in the semiconductor, networking, memory, and storage sectors. As we head into ear

TradingKey - During pre-market trading on May 5, international crude oil losses widened. WTI crude oil futures briefly fell below $90, hitting a low of $88.71 for the first time since April 21, with losses reaching as much as 13.2%. Brent crude plummeted as much as 12%, hitting a low of $96.77.

TradingKey - Before the U.S. market open on Wednesday, AMD shares surged more than 18%. The previous day, the company delivered better-than-expected first-quarter results, with data center revenue surpassing Intel's for the first time.

TradingKey - During the Asia mid-day session on Wednesday, May 6, the Japanese yen experienced another sharp intraday surge. USD/JPY briefly touched 155.04, marking the yen's strongest level since February 24, with intraday gains reaching as much as 1.8%.

TradingKey - Starbucks (SBUX) provided a definitive inflection point in its Q2 fiscal 2026. Global net revenue was up 9% to a record $9.53 billion, well above consensus, and comparable sales were up 6.2% as a result of more traffic and a higher average ticket. With its earnings going past estimates

As Agentic AI shifts the infrastructure bottleneck from GPUs to CPUs, Arm (ARM) stands at a critical juncture. Explore our Arm FY2026 Q4 earnings preview to see if the rise of multi-agent systems and custom ASICs makes ARM stock a buy today.

TradingKey - Following years of megacap tech driving the pace for U.S. stocks, market leadership still depends on earnings strength, interest rate expectations, and whether those gains can extend beyond a handful of giants. For many investors, exchange-traded funds offer a simple way to stay investe

TradingKey - Despite the continued delay in reaching an agreement between the U.S. and Iran, the ceasefire currently remains in place. Against this backdrop, market expectations for the reopening of the Strait of Hormuz have turned optimistic. Prediction market Polymarket shows a 50% probability that normal navigation will resume by the end of June. However, from a professional perspective, the reality may not be as optimistic.

TradingKey - As the U.S.-Iran war enters its ninth week, Bridgewater Associates founder Ray Dalio is urging investors to increase their gold holdings, recommending an allocation of 5% to 15% of their portfolios as global uncertainty has risen significantly. Since the outbreak of the conflict, spot gold prices have fallen by more than 10%. Compared to a nearly 70% gain for the full year last year, gold has risen only 5% year-to-date. Why, against this backdrop, does Dalio remain bullish on gold's performance?

TradingKey - On April 29, Samsung Electronics released its first-quarter earnings report, with quarterly revenue reaching a record 133.9 trillion KRW and operating profit surging 756% year-over-year to 57.23 trillion KRW. The earnings call provided further critical insights: Samsung remains extremely optimistic regarding future memory demand, projecting that the supply-demand gap will widen further by 2027. Substantial expansion in the supply of advanced HBM4 processes is expected in the second half of this year. Additionally, Samsung noted a current "profit inversion" where conventional DRAM is more profitable than HBM, but stated it does not intend to shift significantly toward conventional DRAM.

TradingKey - Before the US market open on Thursday (April 30), Brent crude oil hit a nearly four-year high, while the three major US stock index futures rose collectively. Brent crude touched $126.41 per barrel intraday, its highest level since June 2022; it has now gained for nine consecutive days, marking its longest winning streak since May 2022. On the news front, the US government is moving forward with military strikes against Iran.

TradingKey - On April 29, ET, Google (GOOGL)(GOOG), Microsoft (MSFT), Meta (META), and Amazon (AMZN) all released their earnings reports, but market reactions were starkly divergent. Google alone surged 7% in after-hours trading, the only company among them to see a significant gain. Meanwhile, Meta

TradingKey - In U.S. pre-market trading on Wednesday (April 29), futures for the three major indices rose across the board, while tech stocks showed mixed performance. April 29 may be the most critical earnings day of the current quarter, with reports from Google, Microsoft, Amazon, and Meta scheduled for release after the close. As of press time, Google fell 0.43% in pre-market trading, Microsoft declined 0.62%, Amazon dropped 0.11%, and Meta was down 0.11%.

TradingKey - On April 28, the United Arab Emirates (UAE) announced that it will officially withdraw from OPEC and the OPEC+ alliance on May 1. The UAE stated that this move is intended to fulfill its crude oil supply responsibilities. However, some analyses suggest the real reasons may be its long-s

TradingKey - According to a report by the South Korean media outlet The Korea Economic Daily, Samsung recently disclosed the latest developments in its CXL memory system "Pangea v2". Amid the sustained growth in demand for AI computing power and memory chips, CXL is moving from a niche technology in

TradingKey - On Tuesday (April 28), as U.S.-Iran negotiations remain at a stalemate, international crude oil prices rose pre-market. WTI crude gained over 5% intraday, briefly touching $101.81, its highest level since April 13. Brent crude rose nearly 4%, reaching a high of $105.81. Futures for the three major U.S. stock indices were mixed; as of press time, Dow futures rose 0.12%, Nasdaq futures fell 1.41%, and S&P 500 futures declined 0.76%.

TradingKey - During Tuesday’s (April 28) US pre-market session, WTI crude oil surged over 5% intraday, hitting $101.81, its highest price since April 13. Brent crude rose nearly 4% intraday, reaching a high of $105.81. On the news front, the U.S. canceled a new round of negotiations originally scheduled to take place in Pakistan this weekend. While Iran has proposed a new plan, Trump remains dissatisfied, potentially increasing market expectations for prolonged hostilities.

TradingKey - According to reports from The Information, Google (GOOG) (GOOGL) has signed an agreement with the U.S. Department of Defense, allowing the Pentagon to use Google AI for 'any lawful government purpose.' This marks Google joining OpenAI and Elon Musk's xAI as technology companies that hav

TradingKey - On April 24, Intel’s (INTC) shares soared to their highest level since 1987 following a strong earnings report. The rally highlighted how quickly sentiment has shifted for Intel stock, and illustrated the market waking up to a new source of demand in data centers. A brewing CPU upgrade

TradingKey - According to the latest reports, the second round of US-Iran negotiations remains inconclusive. The U.S. plans to dispatch negotiators to Pakistan this Saturday (April 25), but Iran has stated it has no intention of meeting directly with U.S. officials. Currently, Pakistan's Chief of Army Staff Asim Munir has held a meeting with Iranian Foreign Minister Abbas Araghchi in Islamabad.